RIA Intel›Advisers›BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

Advisory

N·

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$252M
1-Year AUM Growth
+40.1%
3-Year CAGR
+17.9%
Employees
2
Assets Under Management
Total AUM$252M
Discretionary AUM$241M
Non-Discretionary AUM$11M
Discretionary %95.6%
Total Clients58
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingApr 23, 2018
Latest FilingFeb 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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